Atlantic Private Wealth, LLC

DOSSIER · 13F-HR · Q2 2026

Atlantic Private Wealth, LLC

$163M in tracked AUM across 301 positions as of Q2 2026.

AP

CIK 0001893143 · last filed Jun 30, 2026

Total AUM

$163M

as of Q2 2026

Holdings

301

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Atlantic Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SPY

SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)

$49M65K29.9%02

VTI

Vanguard Idx Fund

$18M50K11.3%03

VXUS

Vanguard Total (international Stock Index Fund)

$9M100K5.3%04

VXF

Vanguard Extended (markets Index Fund)

$7M29K4.3%05

IBTM

iShares iBonds Dec 2032 Term Treasury ETF

$7M294K4.1%06

IBTP

iShares iBonds Dec 2034 Term Treasury ETF

$6M222K3.5%07

ESGV

Vanguard World FD (esg US STK Etf)

$5M40K3.3%08

IBTH

iShares iBonds Dec 2027 Term Treasury ETF